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Updated almost 5 years ago on . Most recent reply

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Eric J Platter
  • Accountant
  • St. Louis, MO
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Need Note Data (Future QRC/Dashboard)

Eric J Platter
  • Accountant
  • St. Louis, MO
Posted

I am financial controller and would like to put together a quick reference card/dashboard for investing in notes.  What I am looking from you all is old raw data that I can use to create this QRC/dashboard.  I am also looking for what metrics you use to sort and filter your notes.

I am willing to share my results with anyone who volunteers their data.  Ideally it would start as an Excel spreadsheet and then move to a reporting tool like Power BI.

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Chris Seveney
  • Investor
  • Virginia
18,479
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20,895
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Chris Seveney
  • Investor
  • Virginia
ModeratorReplied

@Eric J Platter

Most note investors filter by state based on their preference of state to invest in. While most will invest in non judicial Versus judicial, you also find judicial notes in greater quantity and typically at a lower price point

If it’s from a broker the first thing I do is determine the seller as there are a lot of sellers who put out tapes I won’t waste my time with as their price point is extraordinary

  • Chris Seveney
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7e investments
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3 Reviews

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